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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1051
Aventura Private Wealth
Florida
$41.5K -$330K -2,089 -89%
KFI
1052
Key Financial Inc
Pennsylvania
$41K – – –
CT
1053
Colonial Trust
South Carolina
$40.7K +$13.1K +83 +49%
EB
1054
Eastern Bank
Massachusetts
$40.2K – – –
MCM
1055
MV Capital Management
Maryland
$39.2K +$316 +2 +0.8%
AT
1056
Arlington Trust
Alabama
$37.5K – – –
DIP
1057
DT Investment Partners
Pennsylvania
$36.7K – – –
BFPW
1058
BOK Financial Private Wealth
Colorado
$36.5K -$6.48K -41 -15%
C
1059
Covestor
United Kingdom
$36K +$2.21K +14 +7%
BIA
1060
Bell Investment Advisors
California
$34.9K +$23.1K +146 +206%
SSG
1061
Summit Securities Group
New York
$33.3K +$32.5K +206 +20,600%
EP
1062
Essential Partners
California
$32.5K +$31.9K +202 New
WB
1063
Webster Bank
Connecticut
$32.2K – – –
VNA
1064
Valley National Advisers
Pennsylvania
$32K +$316 +2 +1%
SIC
1065
Salem Investment Counselors
North Carolina
$31K -$14.1K -89 -32%
BGAI
1066
Bruce G. Allen Investments
Colorado
$31K +$1.9K +12 +7%
AF
1067
Advisornet Financial
Minnesota
$30.2K -$4.74K -30 -14%
VWA
1068
VSM Wealth Advisory
Maryland
$29.7K +$29.2K +185 New
SVCP
1069
Silicon Valley Capital Partners
California
$29.6K +$29.1K +184 New
FWA
1070
Flagship Wealth Advisors
Massachusetts
$29.6K +$29.1K +184 New
RFS
1071
Richardson Financial Services
Massachusetts
$28.6K +$474 +3 +2%
NECFA
1072
New England Capital Financial Advisors
Connecticut
$28.5K +$474 +3 +2%
BCMLT
1073
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.3K -$7.43K -47 -21%
CIAM
1074
Caitong International Asset Management
Hong Kong
$27.5K +$8.22K +52 +44%
GKIM
1075
GW&K Investment Management
Massachusetts
$27K +$2.53K +16 +10%
41 42
43
44 45